WHERE DO I GO FROM HERE?
Financial success does not depend so much on what you earn on the
amount you save, but rather on the amount you save out of what you earn.
Without goals you are like a ship without a compass. Here are some
ideas that will help you get started:
A. Make a financial statement so you know where you are and can see
what progress you have made
B. Set goals for long term as well as short term
C. Make goals, other than financial, that are attainable
D. Place three goals where you will see them every day (such as on your bathroom mirror). Make them part of your subconscious mind. You will be pleasantly surprised when you look back and realize how much you have accomplished.
GOALS FOR 19__
PHYSICAL
a. *Daily exercise _____________________________*Examples
only
b. *Stop smoking
c.
MENTAL
a. *Read two good books
b. *Learn to play a musical instrument
c.
SOCIAL
a. *Have friends in for dinner
b. *Go fishing four times
c.
SPIRITUAL
a. *Attend church regularly
b. *Have family evening once a week
c.
FINANCIAL
a. *Save $__________ or %___
b. *Increase Net Worth $________ or %____
c.
Long term goals for myself and my family:
A. Monthly income at retirement $_____________
B. Educational funds for my children $_______________
C. Monthly income for my family in case of my premature death
$____________
D. Monthly income for my family in case of my disability
$______________
or
520.884.7550
jpw@financial-architects.com
3971 E. Paradise Falls, Suite 114
Tucson, AZ 85712
United States